Swart Baumruk Financial Services, Inc.
Swart Baumruk Financial Services, Inc.

Providing Strategies for Your Future!

 

Welcome and thank you for visiting!

 

Swart Baumruk Financial Services, Inc. is dedicated to actively assisting people with their financial goals and objectives.  

Swart Baumruk FInancial Services, Inc. is committed to a proactive and long-term relationship with our clients. We will help you make informed decisions about your financial well-being and assist you in meeting your present and future needs.

We hope you find this site informative and useful. Feel free to contact us if you would like more information about a particular product or service.

We look forward to hearing from you.

Swart Baumruk Financial Services, Inc. is a separate entity from New England Financial and New England Securities Corp.

 

I am licensed and registered to offer products and services in [FL]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Newsletters

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

More Newsletters →